MCP tools: CRM, Lead-Engine and network

Lists CRM leads, newest first. Filter by stage, source and the Lead-Engine fields priority, ballWith and category. Every lead also carries the computed fields category, dueAt and lastContactAt. When filtering by category the tool scans the 1,000 newest matching leads and then trims to limit. Requirements: role Viewer or higher, key scope "read" or higher, module "CRM" enabled.

stage

Optional · string · possible | lead | contacted | demo | proposal | invited | active | lost — Only leads in this stage.

source

Optional · string · manual | referral | inbound | outbound | event — Source of the lead: manual, referral, inbound, outbound or event.

priority

Optional · string · A | B | C — Only leads with this Lead-Engine priority.

ballWith

Optional · string · us | other | none — Only leads where this party has the next move: us, other or none.

category

Optional · string · absage | geparkt | signalabhaengig | ueberfaellig | termin_fix | heute_morgen | diese_woche | spaeter — Computed follow-up category: ueberfaellig (our turn and past due), heute_morgen, diese_woche, spaeter, termin_fix, signalabhaengig, geparkt or absage.

limit

Optional · number — Maximum number of results (default 50, max 200).

Returns a CRM lead with its activity history (newest first) and the computed fields category, dueAt and lastContactAt. Synced or sent emails appear as activities of type email_inbound or email_outbound – subject only, email bodies are never stored. Requirements: role Viewer or higher, key scope "read" or higher, module "CRM" enabled.

id

Required · string — ID of the lead.

Creates a CRM lead. Only the company name is required. Without input the lead starts in stage lead, source manual, priority B, ballWith us and language de. Send the contact name as free text (contactName) or split into first and last name. With consentBasis you document the legal basis for contacting the lead, including the time. Requirements: role Member or higher, key scope "write" or higher, module "CRM" enabled.

companyName

Required · string — Company name.

contactName

Optional · string — Full name as free text; ignored as soon as a first or last name is sent.

contactSalutation

Optional · string · herr | frau | divers — Contact person's salutation: herr, frau or divers.

contactFirstName

Optional · string — Contact person's first name. Takes precedence over contactName.

contactLastName

Optional · string — Contact person's last name. Takes precedence over contactName.

contactEmail

Optional · string — Contact person's email address.

language

Optional · string · de | en — Language of invite and customer emails to this lead: de or en (default: de).

phone

Optional · string — Phone number.

website

Optional · string — Website URL.

stage

Optional · string · possible | lead | contacted | demo | proposal | invited | active | lost — Initial stage. Default: lead.

source

Optional · string · manual | referral | inbound | outbound | event — Source of the lead. Default: manual.

estimatedRevenueMin

Optional · number — Estimated minimum revenue of the lead.

estimatedRevenueMax

Optional · number — Estimated maximum revenue of the lead.

notes

Optional · string — Notes as free text.

tags

Optional · string[] — Tags as a list.

ballWith

Optional · string · us | other | none — Lead-Engine: who has the next move – us, other or none. Default: us.

waitingFor

Optional · string · first_contact | docs_reply | demo_followup | offer_reply | order_form | promised_reply | fixed_meeting | own_step | signal — Lead-Engine: what the ball-holder is waiting for (drives the due-date and category logic): first_contact, docs_reply, demo_followup, offer_reply, order_form, promised_reply, fixed_meeting, own_step, signal.

priority

Optional · string · A | B | C — Lead-Engine priority A, B or C. Default: B.

nextStep

Optional · string — Lead-Engine "next step" – a structured line, separate from notes and history.

segment

Optional · string — Lead-Engine segment label (grouped via the organization's segment groups).

consentBasis

Optional · string · inquiry | existing_customer | consent | none — Legal basis for contacting the lead (TKG § 174): inquiry, existing_customer, consent or none. Cold outbound leads with none get no email drafts.

consentNote

Optional · string — Evidence for the consent basis, e.g. date and channel of the inquiry.

Updates a CRM lead; only the fields you send are changed (including Lead-Engine fields, parking and consent basis). When the stage changes to active, the organization's activation automation also runs (lead-to-contact hand-over/onboarding). First name, last name and the derived full name stay in sync. Requirements: role Member or higher, key scope "write" or higher, module "CRM" enabled.

id

Required · string — ID of the lead.

companyName

Optional · string — Company name.

contactName

Optional · string — Full name as free text; ignored as soon as a first or last name is sent.

contactSalutation

Optional · string · herr | frau | divers — Contact person's salutation: herr, frau or divers.

contactFirstName

Optional · string — Contact person's first name. Takes precedence over contactName.

contactLastName

Optional · string — Contact person's last name. Takes precedence over contactName.

contactEmail

Optional · string — Contact person's email address.

language

Optional · string · de | en — Language of invite and customer emails to this lead: de or en (default: de).

stage

Optional · string · possible | lead | contacted | demo | proposal | invited | active | lost — New stage. Switching to active triggers the activation automation.

estimatedRevenueMin

Optional · number — Estimated minimum revenue of the lead.

estimatedRevenueMax

Optional · number — Estimated maximum revenue of the lead.

notes

Optional · string — Notes as free text.

followUpAt

Optional · string — Follow-up reminder time (ISO 8601). An empty value clears it.

followUpNote

Optional · string — Note for the follow-up.

tags

Optional · string[] — Tags as a list.

ballWith

Optional · string · us | other | none — Lead-Engine: who has the next move – us, other or none.

waitingFor

Optional · string · first_contact | docs_reply | demo_followup | offer_reply | order_form | promised_reply | fixed_meeting | own_step | signal — Lead-Engine: what the ball-holder is waiting for (drives the due-date and category logic): first_contact, docs_reply, demo_followup, offer_reply, order_form, promised_reply, fixed_meeting, own_step, signal.

priority

Optional · string · A | B | C — New Lead-Engine priority A, B or C.

nextStep

Optional · string — Lead-Engine "next step" – a structured line, separate from notes and history.

noResponseAttempts

Optional · number — Number of contact attempts without a response.

segment

Optional · string — Lead-Engine segment label (grouped via the organization's segment groups).

parkedSignal

Optional · string — Lead-Engine: parks the lead until this signal occurs (a named event from the organization's signal list, never a date). An empty string un-parks.

parkedSnapshot

Optional · string — "State before parking": the lead's state when it was parked, so it can be picked up again later.

consentBasis

Optional · string · inquiry | existing_customer | consent | none — Legal basis for contacting the lead (TKG § 174): inquiry, existing_customer, consent or none. Cold outbound leads with none get no email drafts.

consentNote

Optional · string — Evidence for the consent basis, e.g. date and channel of the inquiry.

Deletes a CRM lead. Requires at least the Admin role and a key with the delete scope. Requirements: role Admin or higher, key scope "delete" or higher, module "CRM" enabled.

id

Required · string — ID of the lead.

Logs an activity on a lead. The types email_inbound and email_outbound stand for a mail the lead sent or received: like a synced mail they also update the Lead-Engine fields (ball, waiting-for, contact attempts, auto-park after three unanswered attempts). All other types are plain history entries. Requirements: role Member or higher, key scope "write" or higher, module "CRM" enabled.

leadId

Required · string — ID of the CRM lead.

type

Required · string · note | call | email | email_inbound | email_outbound | meeting | stage_change — Kind of activity.

content

Required · string — Content or description of the activity.

occurredAt

Optional · string — Time the event happened (ISO 8601, default: now). For mails or calls that already took place; must not be in the future (5 minutes tolerance).

Live Lead-Engine dashboard: headline numbers (active pipeline, win rate, new leads), cumulative funnel with conversion ratings, segment and source breakdowns, follow-up hygiene (overdue, due today, stale, priority A, open drafts/tasks, leads blocked by missing consent) and the organization-wide mailbox sync status. Requirements: role Viewer or higher, key scope "read" or higher, module "CRM" enabled. This tool takes no parameters.

Returns weekly Lead-Engine snapshots, newest first: KPI numbers, the AI-written findings (briefingMd) and the named control metric (controlMetric). briefingMd is AI-generated (aiGenerated=true) and null if generation failed that week – the KPIs still stand on their own. Requirements: role Viewer or higher, key scope "read" or higher, module "CRM" enabled.

weeks

Optional · number · Default: 1 — How many weeks back (1–12).

Lists CRM email drafts, newest first, optionally for one lead. Only open drafts by default. Each entry includes the lead's company name. As a member you only see drafts of leads assigned to you or your reports, plus unassigned ones. Requirements: role Viewer or higher, key scope "read" or higher, module "CRM" enabled.

leadId

Optional · string — Only drafts for this lead.

status

Optional · string · open | sent | discarded · Default: open — Only drafts with this status. Default: open.

limit

Optional · number — Maximum number of results (default 50, max 200).

Saves an email draft for a lead that a human reviews and sends in the CRM – this tool cannot send. The text is written from the organization's Produkt-Briefing knowledgebase article; prices only from the configured packages, otherwise the placeholder [PREIS], no invented facts. The send condition ("send now", "send from 28.09.", "send once …") goes at the end of the reasoning. The draft is flagged as AI-generated. It is blocked without a Produkt-Briefing, for cold outbound leads without a documented consent basis and for recipients on the suppression list. Requirements: role Member or higher, key scope "write" or higher, module "CRM" enabled.

leadId

Required · string — ID of the CRM lead.

subject

Required · string — Subject (max. 300 characters).

body

Required · string — Ready-to-send plain text (max. 20,000 characters) in the contact's register (Sie/Du as noted on the lead).

to

Optional · string — Recipient. Default: the lead's contact email.

cc

Optional · string — CC recipient – only with a reason (intermediary, participant with unclear role).

reasoning

Optional · string — Reasoning for the draft: (1) evidence with timestamps, (2) why now / what changed since an earlier draft, (3) warnings, (4) send condition.

sendCondition

Optional · string · immediately | after_date | condition · Default: immediately — Send condition: immediately, after_date or condition (as soon as a condition is met). Default: immediately.

sendAfter

Optional · string — Earliest send time (ISO 8601). Required when sendCondition is after_date.

Edits an open email draft (subject, body, recipient, CC) or discards it with a reason – for example when new events made it obsolete; then create a new one. The tool can neither send nor mark a draft as sent: that remains a human action in the CRM. Drafts that are already sent or discarded can no longer be changed. Requirements: role Member or higher, key scope "write" or higher, module "CRM" enabled.

draftId

Required · string — ID of the draft.

subject

Optional · string — Subject (max. 300 characters).

body

Optional · string — New body (max. 20,000 characters).

to

Optional · string — New recipient. Addresses on the suppression list are rejected.

cc

Optional · string — CC recipient – only with a reason (intermediary, participant with unclear role).

status

Optional · string · discarded — Only discarded is allowed.

discardReason

Optional · string — Reason for discarding the draft, e.g. because new events made it obsolete.

Lists network contacts of the organization (freelancers, agencies, partners, investors …), newest first; filter by type. This tool has no module switch. Requirements: role Viewer or higher, key scope "read" or higher, no module switch (always available).

type

Optional · string — Only contacts of this type, e.g. freelancer, agency, partner.

limit

Optional · number — Maximum number of results (default 50, max 200).

Returns a network contact by ID. Requirements: role Viewer or higher, key scope "read" or higher, no module switch (always available).

id

Required · string — ID of the contact.

Searches network contacts by partial text in name, company and specialization (case-insensitive). Requirements: role Viewer or higher, key scope "read" or higher, no module switch (always available).

query

Required · string — Search text for name, company or specialization.

limit

Optional · number — Maximum number of results (default 20, max 50).

Creates a network contact. Only the name is required; the type defaults to freelancer. Requirements: role Member or higher, key scope "write" or higher, no module switch (always available).

fullName

Required · string — Full name of the contact.

companyName

Optional · string — Company of the contact.

specialization

Optional · string — Specialization of the contact.

phone

Optional · string — Phone number.

email

Optional · string — Email address.

website

Optional · string — Website URL.

location

Optional · string — Location.

linkedinUrl

Optional · string — LinkedIn profile URL.

type

Optional · string — Type, e.g. freelancer, agency, partner, investor. Default: freelancer.

hourlyRate

Optional · number — Hourly rate of the contact.

notes

Optional · string — Notes as free text.

tags

Optional · string[] — Tags as a list.

Updates a network contact; only the fields you send are changed. Website, location, LinkedIn URL and type cannot be changed with this tool. Requirements: role Member or higher, key scope "write" or higher, no module switch (always available).

id

Required · string — ID of the contact.

fullName

Optional · string — Full name of the contact.

companyName

Optional · string — New company.

specialization

Optional · string — Specialization of the contact.

phone

Optional · string — Phone number.

email

Optional · string — Email address.

notes

Optional · string — Notes as free text.

tags

Optional · string[] — Tags as a list.

hourlyRate

Optional · number — New hourly rate.

Deletes a network contact. Requires at least the Admin role and a key with the delete scope. Requirements: role Admin or higher, key scope "delete" or higher, no module switch (always available).

id

Required · string — ID of the contact.